Managed Portfolio Series - LST
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Funds
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ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$37.56M
QoQ value delta ($000)
+$24.27M
(+182.58%)
Implied price effect (QoQ)
+0.39%
Shares
Total shares
938,489
QoQ shares delta
+605,073
(+181.48%)
Total shares held by funds (by quarter)
Market chart (LST)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Bison Wealth, LLC | 8,312 | 210,805 | 0.93% |
| Welch Financial Planning, LLC | 7,925 | 197,395 | 5.77% |
| Castleview Partners, LLC | 4,537 | 113,005 | 2.25% |
| Sigma Planning Corp | 2,886 | 71,901 | 0.08% |
| Coastal Bridge Advisors, LLC | 2,855 | 71,119 | 0.21% |
| Cambridge Investment Research Advisors, Inc. | 2,120 | 52,794 | 0.01% |
| Ashton Thomas Private Wealth, LLC | 1,367 | 34,052 | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,312 | 32,698 | 0.0% |
| GTS SECURITIES LLC | 1,272 | 31,696 | 0.04% |
| Jacobi Capital Management LLC | 1,188 | 29,593 | 0.07% |
| LEUTHOLD GROUP, LLC | 932 | 23,222 | 0.1% |
| SWMG, LLC | 616 | 14,336 | 0.17% |
| LPL Financial LLC | 589 | 14,694 | 0.0% |
| CITADEL ADVISORS LLC | 443 | 11,047 | 0.0% |
| Westhampton Capital, LLC | 371 | 9,243 | 0.18% |
| Koshinski Asset Management, Inc. | 282 | 7,043 | 0.02% |
| WFA of San Diego, LLC | 250 | 6,242 | 0.18% |
| Arete Wealth Advisors, LLC | 243 | 6,063 | 0.01% |
| ISLAY CAPITAL MANAGEMENT, LLC | 61 | 1,541 | 0.04% |